Client Financial Advisor

Job Overview The Financial Services Specialist engages with both internal and external stakeholders, ensuring they are updated on financial timelines, fundraising initiatives, scholarship options, and alternative payment solutions to facilitate travel arrangements. This role encompasses managing account adjustments, processing refunds, handling payments,...

Job Overview The Financial Services Representative plays a crucial role in assisting both internal and external clients by ensuring they are aware of important financial timelines, fundraising initiatives, scholarship options, and alternative payment methods to facilitate travel arrangements. This role encompasses responsibilities such as managing...

Job Title: Program AdvisorAbout the Role:The Program Advisor position is a key role in our team, responsible for guiding students through the process of selecting and applying for our study abroad programs. As a Program Advisor, you will work closely with students to understand their academic, financial, and personal goals, and provide them with personalized...

Descripción del trabajoEn ADVISOR DE YUCATAN, estamos buscando un profesional con experiencia en conducción de vehículos pesados para unirse a nuestro equipo.ResponsabilidadesTransportar mercancías de un lugar a otro de manera segura y eficiente.Cumplir con las normas de seguridad vial y mantener un registro de sus actividades.Verificar la exactitud de...

Descripción del PuestoBuscamos un profesional con conocimientos de las normas de tráfico y seguridad vial para ocupar el puesto de Chofer Cargador en nuestra empresa ADVISOR DE YUCATÁN.ResponsabilidadesTransportar mercancías de un lugar a otro de manera segura y eficiente.Cumplir con las normas de seguridad y mantener un registro de sus...

Descripción del trabajoBuscamos un Conductor de carga responsable y capacitado para unirte a nuestro equipo en ADVISOR DE YUCATAN.ResponsabilidadesTransportar mercancías de un lugar a otro con seguridad y eficiencia.Cumplir con las normas de seguridad vial y mantener un registro de sus actividades.Verificar la exactitud de los manifiestos de la carga y...

Job SummaryThe Program Advisor position at WorldStrides is a critical role in supporting the success of students interested in studying abroad. As a Program Advisor, you will work closely with students to understand their academic, financial, and personal goals, and provide guidance on the best program options to achieve their objectives.Key...

About BoldrBoldr is a global B-Corp dedicated to delivering world-class client experiences while creating access to dignified, meaningful work in communities worldwide. Our team is united by a desire to connect diverse people with common values for boldr impact.Our ValuesWe prioritize authenticity, curiosity, dynamism, ambitious vision, and operational...

**ROLE OVERVIEW**:This role at Boldr is a client-facing position with opportunities to grow within the firm and provide meaningful insights and value to our clients. The position combines accounting, finance, and tax expertise.**KEY RESPONSIBILITIES**:Prepare and analyze financial statements, including balance sheets, income statements, and cash flow...

The Financial Services Representative is a key role within Citi's Consumer Sales Team, responsible for delivering exceptional customer service and meeting sales targets for financial products and services within their assigned district or location.**Responsibilities**:Establish and maintain high-value accounts by providing expert advice and promoting...

Job SummaryThe Retention Analyst 1 is an entry-level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team.Key ResponsibilitiesProactively approach Citi clients to establish real needs, understand the client and their requirements, and...

Job Overview The Educational Program Consultant role is designed to guide prospective students through the application process for our international programs. The Educational Program Consultant will assist students in evaluating their program choices based on their academic, financial, and extracurricular aspirations. Utilizing both internal and...

About the RoleWe are seeking a skilled Client Experience Manager to join our team at Boldr. As a Client Experience Manager, you will be responsible for maintaining and nurturing our Client relationships, as well as developing and empowering our Team Captains to succeed in their roles.ResponsibilitiesMaintain authentic relationships with Clients and internal...

**About Boldr**:Boldr is a global B-Corp dedicated to delivering exceptional Client experiences while creating access to dignified, meaningful work in communities worldwide.**Our Values**:We prioritize AUTHENTICITY, CURIOUSITY, and DYNAMISM to foster meaningful connections.**The Role**:We seek a self-motivated, hard-working, and dedicated team member to join...

About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to dignified, meaningful work in communities worldwide.Our ValuesAuthenticity: We build meaningful connections by being true to ourselves and others.Curiosity: We drive growth by embracing new ideas and perspectives.Dynamism: We thrive in a...

Descripción Del Puesto:En Grupo Ultra, estamos buscando un Asesor De Ventas Montblanc que se encargue de lograr las ventas de productos en la boutique asignada a través del más alto nivel de servicio al cliente.Responsabilidades:- Representar a la marca Montblanc con clientes en la venta.- Asistir a los clientes con las necesidades de Servicio al Cliente...

About BoldrBoldr is a global B-Corp dedicated to delivering exceptional Client experiences while creating access to dignified, meaningful work in communities worldwide.Job SummaryWe're seeking a seasoned Client Experience Manager to join our team. As a key member of our Client Experience team, you will be responsible for maintaining and nurturing our Client...

Key Responsibilities:We are seeking a skilled Senior Client Relationship Manager to deepen relationships with our clients and proactively identify their needs, roadblocks, and expectations. The ideal candidate will have a strong understanding of banking and investment products and be able to provide sound financial advice and solutions to clients.Key...

Requisitos para el cargo:1. Experiencia mínima de 3 años en atención al cliente.2. Conocimiento profundo de las últimas tendencias en marketing digital y ventas online.3. Habilidades demostradas en la creación y ejecución de estrategias de ventas digitales.4. Experiencia en el uso de herramientas de análisis y seguimiento de ventas.5. Capacidad para...

About BoldrBoldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.We are a global team, united by our desire to connect diverse people with common values for bolder impact.We employ just over a thousand team members across five countries and...